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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 21 · EIN 94-1347393 | Bank Trustee | $44,375 |
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Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $44,091-100.0% | $180,484-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 4.5%-4.5pp |
| Annual return | 13.42% | 18.28%-4.9pp | 10.53%+2.9pp | 13.95%-0.5pp |
| Employer contribution / active EE | $16,178 | $11,746+37.7% | $29,360-44.9% | $16,598-2.5% |
| Participant deferral / active EE | $0 | $174-100.0% | $54-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $1,273-100.0% | $612-100.0% |